J & F PETERS LLC
BOYNTON BEACH, FLORIDA

J & F PETERS LLC, established on April 11, 2014, is a financial advisory firm headquartered at 10568 RICHFIELD WAY in Boynton Beach, Florida. The company specializes in providing comprehensive and customized financial planning services with a focus on managing life transitions such as retirement, education, charitable, and estate planning. Leveraging over three decades of John's expertise in wealth management advisement, J & F PETERS LLC offers a unique team approach that integrates diverse financial knowledge to support individual investors and corporate clients alike. The firm operates under the principles of trust, integrity, and client-first services, aligning with Raymond James Financial Advisors' ethos. This partnership ensures industry-leading support and comprehensive planning resources tailored to meet both short- and long-term financial challenges faced by clients. J & F PETERS LLC's commitment to personalized service is evident in their dedication to building lifelong relationships with families, helping preserve and grow wealth while protecting legacies for future generations. J & F PETERS LLC caters specifically to unique demographics such as business owners, entrepreneurs, and medical professionals, offering them distinct solutions and support. Clients have access to Raymond James Investor Access - a secure online service facilitating easy account management and document access. Notably, services and investment opportunities offered by J & F PETERS LLC may vary based on state jurisdictions due to regulatory compliance. The company is led by key officers including Manager James W Peters and Authorized Member Frances E Peters. As of January 9, 2025, the most recent annual report for fiscal year 2025 was filed under file number L14000060118 with the Registered Agent and Corporate Formation Agency in Florida.